The Michael Blank Brands LLC

Welcome to Deal Maker Certification!

Introduction

What is a Deal Maker and How Do You Become a Deal Maker?

The Deal Maker Blueprint

Step-by-Step Overview

Step 1: Map Your Vision

Determine Your Freedom Number

Visualize Your Journey

Develop Your Freedom Affirmations

Start a Morning Routine

Clarity is Key

The Playbook to Crushing Your Goals

Step 2: Get Connected

Step 3: Get the Skills

Step 4: Work the System

Step 5: Build Your Pipeline

Step 6: Close the Deal

Step 7: Grow and Scale

Step 8: Make A Difference

Finding and Selecting the Right Markets with The Market Tracker

Market Criteria #1: Population Growth

Market Criteria #2: Job Growth

Market Criteria #3: Median Household Income and Value

Market Criteria #4: Crime

Market Criteria #5: Rent Growth

Market Criteria #6: Cap Rate

Market Criteria #7: Personal Preference

Evaluating Markets And Customizing Default Settings With The Market Tracker

Useful Resources

Conclusion

How to Build an A-Team

Your Team and How to Find Them

Summary

Why I Know You Can Raise Money

The Secret to Raising Money

How to Create The Sample Deal Package

How to Find Your Potential Investors

First Level of Influence: People You Already Know

Second Level of Influence: People You Were Referred To

Third Level of Influence: People You've Lost Touch With

Fourth Level of Influence: People You Meet While Networking

Fifth Level of Influence: People You Connect with Online

6 Tips to Money Raising Success

What Investors Want (And How to Give it to Them)

Why You Should Avoid Sophisticated Investors

Raising Money From Friends and Family

Raising Money From High Net Worth Individuals

6 Steps to a Successful First Meeting with a Potential Investor: Part I

6 Steps to a Successful First Meeting with a Potential Investor: Part 2

Steps to a Successful First Meeting with a Potential Investor: Part 3

Questions to Ask Your Investors

Tip #1 to Become A Money Raising Machine

Tip #2 to Become A Money Raising Machine

Tip #3 to Become A Money Raising Machine

Unlock Massive Capital In Investor's IRA's and 401K's

Choose the Right IRA Custodian

Moving Your IRA to a New Custodian

Pros and Cons of Investing with Your IRA

Setting Up and Using a Solo 401K to avoid UBIT Taxes

Another Perspective

Summary

Understanding Syndication Legal Matters

How to Create an LLC

Ways to Structure the Investment

Tour of the Partnership Agreement

The Operating Agreement

Tour of the Operating Agreement

Other Things to Consider in Your Operating Agreement

Avoiding Prison When Syndicating Real Estate Deals (Let's Talk About Securities Laws)

The Private Placement Memorandum (PPM)

Tour of PPM

The Subscription Agreement

Conclusion

The #1 Way To Find Deals

How to Find Good Commercial Real Estate Brokers

The Broker Script to Unlock Off Market Deals

Bonus Tips for Working with Brokers to Get Off-Market Deals

Other Ways to Find Deals

Sending Letters to Apartment Owners to Get Deals

Summary

How to Analyze Deals With the Syndicated Deal Analyzer

Key Real Estate Concepts NOI and Cap Rate

Key Real Estate Concepts 2 Minute Analysis and Returns

Example of Key Return Metrics

The Difference Between Average Annual Return and Internal Rate of Return

Key Real Estate Concepts Debt Coverage Ratio

Determine Your Deal Criteria

3 Steps to the 10 Minute Offer

The 10 Minute Offer Getting Back to the Broker

The 10 Minute Offer In Action

Side-by-Side Scenarios Column #1 Marketing Package

Side-by-Side Scenarios Column #2 My Version

Tips For Getting Back to the Broker

Phase 2 Analysis

Phase 2 Analysis Step #1

Phase 2 Analysis Step #2

Phase 2 Analysis Step #3 Sources of Information

Phase 2 Analysis Step #3 Economic Vacancy and Expenses

Phase 2 Analysis Step #3 Repairs

Phase 2 Analysis Step #4

Adding A Year 1 Scenario Column to the PNL

Using the Year 1 Scenario Column

Set the Financials for Years 2 to 5 in the PNL

Check Assumptions in the PNL

Evaluate Your Deal With The Built In Red Light Green Light System

Get Paid

Advanced Topics Sales Assumptions

Advanced Topics Refinance

Advanced Topics Interest Only Loans

Advanced Topics Second Mortgage

Advanced Topics Loan to Cost Construction Loans

Advanced Topics Tour of the Returns Tab

Advanced Topics GP Split Worksheet

Note About the Raising Capital Role

Advanced Topics Preferred Returns

Advanced Topics Hidden Tabs

Summary

Make and Negotiate Offers That Get Accepted

Step By Step Guide to Making Offers

Test the Waters With An Informal Offer

Tip #1 Write An Informal Email or Letter

Tip #2 Submit Your Analysis and Offer With Video

Formalize the Offer with a Letter of Intent

Negotiate a Purchase Contract That Keeps You in Control

Using a Standard Commercial Sales Agreement

Using a Custom Commercial Sales Agreement

Request Due Diligence Documents

How to Amend a Contract with an Addenda

How to Make an Offer That Rocks

How to Deal With a Request for Proof of Funds

10 Negotiation Techniques Tips to Get Your Offers Accepted

Putting It All Together

Summary

Perform Due Diligence to Avoid Mistakes

Due Diligence Week 1

7 Tips for Getting Information

The Rent Survey and Leases

Verify the Income

Tour the Property and Inspect the Units

Due Diligence Week 2

Due Diligence Week 3

Due Diligence Week 4

Reevaluate the Deal—Real Estate Taxes

Reevaluate the Deal—Utilities

Reevaluate the Deal—Updated Repairs

Go or No Go

Finance the Deal

Option 1: Seller Financing

Option 2: Assume Existing Financing

Option 3: Purchase the Property Subject to the Existing Mortgage

Option 4: Purchase the Building with a Master Lease

Option 5: Use Crowdfunding for Equity or Debt Financing

Step 1: Get the Best Conventional Commercial Real Estate Financing

Step 2: Get the Best Conventional Commercial Real Estate Financing

Step 3: Get the Best Conventional Commercial Real Estate Financing

Step 4: Get the Best Conventional Commercial Real Estate Financing

Step 5: Get the Best Conventional Commercial Real Estate Financing

Use the Right Debt

The Right Debt Case Study

What If You Don't Qualify For the Loan

How to Reduce the Bank's Net Worth and Liquidity Requirements

Summary

Close Your Deal and Cash Your Check

The Closing Process

Sending the Deal Package to Get Soft Commits

Handling Closing Logistics with Your Investors Step 1

Handling Closing Logistics with Your Investors Step 2

Handling Closing Logistics with Your Investors Step 3

The Closing

Asset Manage the Property for Maximum Profits

4 Steps to Selecting the Best Property Management Company

Managing Your Property Manager

How to Review the Monthly Reports

Handling Repairs and Maintenance

9 Ways to Increase Income Tips 1-5

9 Ways to Increase Income Tip 6

9 Ways to Increase Income Tips 7-9

When to Fire Your Property Manager

Summary

Strategy 1: Buy and Hold

Strategy 2: Flip the Property

Strategy 3: Cash Out Refinance Hold and Sell

Buying Out Your Investors With a Refinance

Tax Deferred Exit Strategy 1

Tax Deferred Exit Strategy 2

Preparing Your Property for Sale

Summary

The Freedom Accelerator

The Roles in a Syndication

How to Find Potential Partners

How to Structure the Partnership

Do's and Don'ts: The Deal

Do's and Don'ts: Partners

Do's and Don'ts: You

How Partnering Accelerates Freedom